Revolve Wealth Partners’s Waste Management WM Stock Holding History

Revolve Wealth Partners’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244K	Sell	1,093 -16	-1%	-$3.56K	0.03%	303
2026 Q1	$255K	Buy	1,109 +122	+12%	+$28K	0.03%	195
2025 Q4	$217K	Buy	987 +14	+1%	+$2.98K	0.03%	214
2025 Q3	$215K	Hold	973	–	–	0.03%	213
2025 Q2	$223K	Buy	973 +10	+1%	+$2.32K	0.03%	211
2025 Q1	$223K	Buy	+963	New	+$213K	0.03%	205
2024 Q4	–	Sell	-1,842	Closed	-$382K	–	231
2024 Q3	$382K	Sell	1,842 -15	-0.8%	-$3.13K	0.06%	131
2024 Q2	$396K	Sell	1,857 -3	-0.2%	-$624	0.07%	118
2024 Q1	$396K	Buy	1,860 +30	+2%	+$5.9K	0.07%	115
2023 Q4	$328K	Buy	1,830 +307	+20%	+$51.5K	0.06%	118
2023 Q3	$232K	Buy	1,523 +2	+0.1%	+$324	0.05%	132
2023 Q2	$264K	Buy	1,521 +16	+1%	+$2.65K	0.06%	117
2023 Q1	$246K	Buy	1,505 +46	+3%	+$7.04K	0.06%	125
2022 Q4	$229K	Buy	1,459 +61	+4%	+$9.81K	0.07%	129
2022 Q3	$224K	Buy	1,398 +67	+5%	+$11.1K	0.07%	114
2022 Q2	$204K	Buy	1,331 +27	+2%	+$4.23K	0.07%	132
2022 Q1	$207K	Buy	1,304 +16	+1%	+$2.43K	0.06%	141
2021 Q4	$215K	Buy	+1,288	New	+$207K	0.06%	141

Other funds holding WM

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return